ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 456 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $411,515 | +19.5% | 9,506 | +25.5% | 0.33% | +18.9% |
| Q2 2023 | $344,299 | +11.2% | 7,572 | +12.9% | 0.28% | +3.0% |
| Q1 2023 | $309,574 | -38.6% | 6,708 | -40.2% | 0.27% | -27.8% |
| Q4 2022 | $503,935 | +34.7% | 11,216 | +33.9% | 0.37% | +21.3% |
| Q3 2022 | $374,000 | +8.4% | 8,374 | +14.5% | 0.30% | +20.1% |
| Q2 2022 | $345,000 | -5.7% | 7,316 | -1.1% | 0.25% | +25.1% |
| Q1 2022 | $366,000 | 0.0% | 7,396 | 0.0% | 0.20% | -12.1% |
| Q4 2021 | $366,000 | – | 7,396 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tri-Star Advisors Inc. | 465,104 | $24,748,000 | 10.87% |
| Firestone Capital Management | 601,137 | $32,155,000 | 10.64% |
| First Ascent Asset Management, LLC | 899,864 | $47,909,000 | 10.64% |
| Williams Financial, LLC | 209,495 | $11,154,000 | 9.65% |
| R. W. Roge & Company, Inc. | 267,725 | $14,176,000 | 8.40% |
| MCMORGAN & CO LLC | 778,751 | $41,461,000 | 8.32% |
| ONE Advisory Partners, LLC | 237,025 | $12,619,000 | 7.83% |
| High Falls Advisors, Inc | 540,099 | $28,755,000 | 7.81% |
| SigFig Wealth Management, LLC | 2,595,464 | $138,183,000 | 6.93% |
| JACOBSON & SCHMITT ADVISORS, LLC | 465,331 | $24,774,000 | 6.83% |